Holocene Advisors
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Holocene Advisors’s Shoals Technologies Group SHLS Stock Holding History

Holocene Advisors’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-86,560
Closed -$1.58M – 821
2023
Q3 		$1.58M Buy
+86,560
New +$1.93M 0.01% 594
2022
Q3 		– Sell
-39,195
Closed -$646K – 941
2022
Q2 		$646K Sell
39,195
-96,486
-71% -$1.42M ﹤0.01% 698
2022
Q1 		$2.31M Buy
+135,681
New +$2.35M 0.01% 467
2021
Q3 		– Sell
-60,900
Closed -$2.16M – 963
2021
Q2 		$2.16M Buy
60,900
+8,123
+15% +$245K 0.01% 552
2021
Q1 		$1.84M Buy
+52,777
New +$1.87M 0.01% 604

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Holocene Advisors's SHLS Position: Q4 2023 in Review

Holocene Advisors sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 86,560 shares — an estimated $1.58M sold.

Holocene Advisors first reported a position in SHLS in Q1 2021 and held it in 5 quarters. The position peaked at $2.31M in Q1 2022. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

  • Holocene Advisors reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
  • Holocene Advisors sold 86,560 Shoals Technologies Group shares in Q4 2023, an estimated $1.58M.
  • Holocene Advisors first reported a position in Shoals Technologies Group in Q1 2021 and held it in 5 quarters.
  • Holocene Advisors's Shoals Technologies Group position peaked at $2.31M in Q1 2022.
  • 290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Holocene Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.